Clifton Asset Management Limited
Registered name: CLIFTON ASSET MANAGEMENT LIMITED
Part of Cbpe Capital LLP groupClifton Asset Management Limited made £12.5m revenue and £821k profit in the year to 30 Apr 2025.
Clifton Asset Management Limited’s revenue grew 11% to £12.5m in the year to 30 Apr 2025, with £821k profit. The company is classified under “business and domestic software development” and is based in Bristol; we hold 3 years of its filed accounts.
- Status
- Active
- Location
- Bristol, South West
- Age
- 16 yrs · since 2010
- Type
- Private Limited Company
Pass-through vehicle. This looks like a holding, staffing or umbrella company. Its revenue and profit may largely pass through to or from other entities, so the figures may not reflect a standalone operating business. It is excluded from our opportunity lists.
Part of a group. The filing indicates this company sits within a group structure, so its results may depend on intra-group trading and it may be hard to replicate independently.
Key figures
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 30 Apr 2023 | 30 Apr 2024 | 30 Apr 2025 |
|---|---|---|---|
| Disclosure | Full P&L | Full P&L | Full P&L |
| Profit & loss | |||
| Revenue (turnover) | £10.3m | £11.3m | £12.5m |
| Cost of sales | −£673k | −£660k | −£837k |
| Gross profit | £9.6m | £10.6m | £11.6m |
| Operating profit | £876k | £1.3m | £471k |
| Profit before tax | £381k | £367k | −£166k |
| Profit after tax | £214k | £136k | £821k |
| Profit (best available) | £214k | £136k | £821k |
| Employees (average) | — | — | — |
| Ratios | |||
| Profit margin | 2.1% | 1.2% | 6.6% |
| Gross margin | 93.5% | 94.1% | 93.3% |
| Growth (year on year) | |||
| Revenue growth | — | ▲9.2% | ▲10.7% |
| Profit growth | — | ▼36.5% | ▲504.7% |
| Balance sheet — indirect signals, not revenue | |||
| Net assets | — | — | — |
| Source | Accounts · bulk data Apr 2025 | Accounts · bulk data Apr 2025 | Accounts · bulk data Jan 2026 |
How the business works
- Profit margin
- 6.6%
- Profit ÷ revenue.
- Gross margin
- 93.3%
- Gross profit ÷ revenue. High for software and services.
- Revenue per employee
- —
- Revenue ÷ average employees.
- Profit per employee
- —
- Profit ÷ average employees.
- Cash conversion
- —
- Cash generated from operations ÷ operating profit. Needs a cash-flow statement.
- Fixed assets ÷ revenue
- —
- Capital intensity. Low = capital-light, cheaper to start.
- Deferred income ÷ revenue
- —
- Customers paying upfront (subscriptions, deposits). Approximate when combined with accruals.
- Debtors ÷ revenue
- —
- Money owed by customers. Low = customers pay quickly.
Balance-sheet signals
Year-on-year changes in filed balance-sheet items. They can hint at momentum (or investment) but are not revenue or profit and must not be read as such.
- Net assets
- —
- Now —
- Cash at bank
- —
- Now —
- Headcount
- —
- Now —
- Deferred income
- —
- Now —
- Fixed assets
- —
- Now —
Group structure
Ownership chain
- Cbpe Capital LLPultimate parent50–75%
- Clifton Asset Management Limitedthis company
Bands show the share of ownership each company holds in the one below it.
Subsidiaries (20)
- Capel Court Holdings LimitedRev. £1.3m · Profit £288k
- Clifton Compliance Services LtdFigures not disclosed
- Clifton Connects LimitedFigures not disclosed
- Clifton Consulting LtdFigures not disclosed
- Clifton Ifa Acquisitions LtdLiquidationFigures not disclosed
- Clifton Wealth LtdLiquidationFigures not disclosed
- Clifton Wealth Partnership (Aberdeen) LimitedFigures not disclosed
- Clifton Wealth Partnership (Stroud) LtdFigures not disclosed
- Clifton Wealth Partnership LtdFigures not disclosed
- Clifton Wealth Partnership Portishead LimitedFigures not disclosed
- Eden Park Investment Management LtdFigures not disclosed
- Leonard Gold Financial Management LimitedLiquidationFigures not disclosed
- London Private Wealth LimitedFigures not disclosed
- Mark Phillips LimitedLiquidationFigures not disclosed
- Morgan Lloyd Administration LimitedFigures not disclosed
- Morgan Lloyd Invest LtdFigures not disclosed
- Morgan Lloyd Sipp Services LimitedFigures not disclosed
- Morgan Lloyd Sipp Trustees LimitedFigures not disclosed
- Morgan Lloyd Trustees LtdFigures not disclosed
- Tailormade Financial Services LimitedFigures not disclosed
Sister companies (29)
- Apollo 2024 Topco LimitedRev. £1.2bn · Profit −£11.2m
- Veincentre Group LtdRev. £21.1m · Profit −£8.7m
- AI Topco LimitedFigures not disclosed
- Banyard Independent Advice Services LtdFigures not disclosed
- Blatchford Central Services LimitedFigures not disclosed
- Bridge Topco UK LimitedFigures not disclosed
- Cairn Nexus LimitedFigures not disclosed
- Cbpe Capital IX Founders LPFigures not disclosed
- Cbpe Holdings LimitedFigures not disclosed
- Cbpe Nominees LimitedFigures not disclosed
- Clifton Wealth Partnership (Ipswich) LtdFigures not disclosed
- Cutting & Carter LimitedFigures not disclosed
- Dukes Independent Financial Advisers LtdFigures not disclosed
- Evolution Finco LimitedFigures not disclosed
- Evolution Midco LimitedFigures not disclosed
- JRW Financial Management LtdFigures not disclosed
- Lifestyle Pensions and Investments LtdFigures not disclosed
- Project Orion Topco LimitedFigures not disclosed
- Project Thor Topco LimitedRev. — · Profit −£1.6m
- Ralph Finco LimitedRev. — · Profit −£1.2m
- Six Q Financial Planning LimitedFigures not disclosed
- Swift Topco LimitedFigures not disclosed
- Tetraprism Topco LimitedRev. — · Profit £16.1k
- Trowbridge Topco LimitedFigures not disclosed
- Unity Topco LimitedFigures not disclosed
- Veincentre Bidco LtdFigures not disclosed
- Veincentre Holdings LtdFigures not disclosed
- Veincentre Midco LtdFigures not disclosed
- Wilcox Financial Planning LtdFigures not disclosed
From the Persons with Significant Control register (corporate controllers only).
Sources
Latest figures from accounts for the year to 30 Apr 2025 (profit £821k), from the Companies House accounts bulk data published Jan 2026. Spotted an error? Request a correction.
Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.